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Verbatim

As we reach the nether regions of the alphabet, the letters get correspondingly trickier. We have therefore called on the finest literary brains in the country (or at least the north-east) to provide you with some quick-fire V – Z’s.

V is for Verbatim, which comes from the Latin ‘verbum’ (word) and meaning “in exactly the same words as were used originally”.

To bring this into context, think ‘copy and paste’, a sure fire way of referring to Jane as Bill, and him as her. Copying and pasting previous reports as the basis for a new one, is asking for trouble.

Instead, why not use the ATEB Suitability ‘Favourites’ option which allows you to store repeatedly used reports (e.g. ISA) with all the core, standard text (your firm, your adviser, etc) and simply use the report wizard to enter the client specific details.

For more information, please visit the ATEB suitability help videos.

Don’t forget to check Our View about this article and the Actions Required By You

Verbatim

Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

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